Single-Select Lookup Fields
When entering data in a drop-down field (also known as a "Lookup") click in the field and select a value from the list.
For longer lists, it may be helpful to filter rather than scroll. Click in the field and type the first few letters until your selection appears in the field, then press Enter, Tab or click out of the field.
To clear a lookup field, select [Clear] from the drop-down.
Multi-Select Lookup Fields
With multi-select lookup fields, you can select more than one option from the drop-down. Click in the field (this will display the drop-down), then click or press Enter to select the highlighted value and repeat until you have selected all values.
To filter the list, enter one or more characters contained in the value and click or press Enter to select the highlighted value, then repeat.
To remove a value from the field, click the “x” for that value. To clear the field of all values, click the “x” for the field.
When multi-select fields are displayed in a grid, or added to a clause as a merge field, the values are separated by slashes: